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VMRK

Vivmark Residential

Name Holding Trade Value Shares
Change
Change in
Stake
EP
426
Edgestream Partners
New Jersey
$249K +$264K +4,225 New
FRA
427
Frank Rimerman Advisors
California
$237K – – –
SBH
428
Segall Bryant & Hamill
Illinois
$236K – – –
QIM
429
Quantitative Investment Management
Virginia
$234K +$248K +3,967 New
EI
430
Ellevest Inc
New York
$233K -$80.4K -1,284 -25%
HT
431
HighTower Trust
Texas
$231K +$1.38K +22 +0.6%
CI
432
Conning Inc
Connecticut
$230K – – –
PAS
433
Park Avenue Securities
New York
$229K +$9.2K +147 +4%
CCIA
434
Campbell & Co Investment Adviser
Maryland
$227K +$241K +3,850 New
Federated Hermes
435
Federated Hermes
Pennsylvania
$227K -$204K -3,261 -46%
CWM
436
C2C Wealth Management
Arizona
$225K – – –
CA
437
Cornerstone Advisory
Maryland
$224K +$238K +3,805 New
DS
438
DRW Securities
Illinois
$222K -$16.6K -265 -7%
FMAEN1
439
Fund Management at Engine No 1
California
$221K +$30.7K +490 +15%
KWM
440
Kingsview Wealth Management
Oregon
$219K +$232K +3,710 New
SGI
441
Summit Global Investments
Utah
$216K -$1.31K -21 -0.6%
TFA
442
Transamerica Financial Advisors
Florida
$216K -$1.31K -21 -0.6%
FWP
443
Firethorn Wealth Partners
Georgia
$211K +$1.63K +26 +0.7%
AIS
444
American Investment Services
Massachusetts
$209K – – –
EIP
445
Ellis Investment Partners
Pennsylvania
$206K – – –
FFA
446
First Foundation Advisors
California
$203K -$44.6K -712 -17%
KeyBank National Association
447
KeyBank National Association
Ohio
$203K +$21.8K +349 +11%
JIC
448
Johnson Investment Counsel
Ohio
$202K -$47.3K -756 -18%
M
449
Mirova
France
$191K +$53.2K +850 +36%
DZ Bank
450
DZ Bank
Germany
$177K +$188K +3,000 New